Dr. Jeff Ross is the founder of Vailshire Capital Management and a board-certified radiologist who applies clinical pattern recognition to the global macroeconomy.

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🕑 TIMESTAMPS

00:00 - Bitcoin's Market Dynamics and Predictions

03:02 - The Correlation Between Manufacturing and Bitcoin

04:48 - Financial Repression and Bitcoin's Performance

07:11 - Bitcoin: From Collectible to Store of Value

09:30 - Gold vs. Bitcoin

12:24 - The Political Landscape of Bitcoin Adoption

15:38 - The Future of Bitcoin in a Changing World

27:34 - Understanding Economic Systems and Inflation

29:21 - The Shift Towards Hard Assets

32:08 - Bitcoin's Role in Financial Markets

36:41 - Government Control and Bitcoin Risks

39:37 - Inflection Points for Bitcoin's Price

49:27 - Global Game Theory and Bitcoin Adoption

ℹ️ EPISODE SUMMARY

Bram Kanstein and Dr. Jeff Ross discuss why Bitcoin’s 2025 peak fizzles, and what the models actually missed. Manufacturing PMI stays stuck below 50, and the usual blow off top never shows. Ross links Bitcoin’s next move to expanding PMI, global liquidity, and financial repression where inflation outruns short rates. They confront why gold often leads Bitcoin, and why bonds quietly drain purchasing power. The episode challenges four year cycle thinking, and frames Bitcoin as a global macro asset in a fiscal dominance world.

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